We have been using Word documents containing lists of contact information as a method of storing contact information for our business. We're changing to an online CRM and need to have all of this contact information transferred into Excel so that we can upload them properly into our CRM software. We have 408 Word docs, each contains 5-50 contacts. Attached is a sample Word doc titled "SFR Construction Loans" and a sample Excel sheet showing how multiple contacts from the same company should be inserted into the Excel file. (The sample contacts are from the company "Athas Capital Group", which you'll see in the Word doc.) Some contacts will be in more than one list. In that case just enter them separately as if they were different contacts but put an "x" in the column "Duplicate". In this Excel Sheet there's two columns for Phone Number and Email. If a contact has more than two phone numbers just add a column in the Excel Sheet labeled "Phone Number 3", do this as many times as you need to for Phone Numbers, Emails, and Addresses. (If there's only one Phone Number or Email put it the "Phone Number 1" and "Email 1" column.) Make sure that you enter the name of the Word document where each contact is located in the "Name of the Word Document" column.
Please enter 4-5 contacts from the Word doc into the Excel and send it back, I just want to make sure the instructions were clear. Once you start the full project if you have ANY questions please email me about it, I'd rather you ask a question than have to redo a lot of work.
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